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Monday.com Server

Overview​

The Monday.com server provides project management and work coordination capabilities. Built by Monday.com, this server enables AI assistants to manage and interact with monday.com boards, items, users, workflows, forms, documents, dashboards, and complete project operations.

Getting Started​

  1. 1
    Connect to Monday.com

    Add the HubSpot server to your Civic environment through the server directory.

  2. 2
    Install the MCP app from the Monday Marketplace

    (You might need to ask a workspace admin to do this.) Log into your monday.com account. Click on your avatar at the top right and choose "App marketplace". Search for "mcp" and install the "monday mcp" app.

  3. 3
    Authenticate with Monday.com

    On the Civic Chat tab, ask for a list of all your tasks on monday.com. An Authorization pop-up will appear, guiding you through the login process.

  4. 4
    Test Connection

    Once you have logged in, Civic will fetch your tasks from monday.com and list them.

What You Can Do​

Board Management

Manage boards, items, groups, and columns with full CRUD operations

Forms & Automation

Create forms, manage questions, and automate data collection workflows

Documents & Dashboards

Create documents with markdown, build dashboards, and visualize data with widgets

Workspace Organization

Organize workspaces, folders, and manage team collaboration structures

Use Cases​

Project Management
  • Board Creation: Set up new boards with custom columns, groups, and workflows
  • Item Tracking: Create, update, and manage items with detailed column values
  • Activity Monitoring: Track board activity and changes over time
  • Update Management: Add updates and comments to items for team communication
Form Building & Data Collection
  • Form Creation: Build custom forms with various question types and validation
  • Question Configuration: Create text, date, select, rating, and other question types
  • Form Customization: Configure appearance, accessibility, and submission behavior
  • Response Handling: Direct form submissions to specific boards and groups
Document Management
  • Document Creation: Create markdown documents in workspaces or attached to items
  • Document Organization: Store documents in folders and link to specific items
  • Content Management: Read and manage document collections across workspaces
  • Workspace Documentation: Maintain project documentation alongside work items
Data Visualization
  • Dashboard Creation: Build dashboards aggregating data from multiple boards
  • Widget Configuration: Add charts, numbers, and battery widgets to dashboards
  • Schema Exploration: Understand widget capabilities before configuration
  • Multi-Board Analytics: Visualize data across project portfolios
Workspace Organization
  • Workspace Management: Create and configure workspaces with proper permissions
  • Folder Structure: Organize boards and documents into logical folder hierarchies
  • Object Movement: Reorganize boards, folders, and documents across workspaces
  • Team Coordination: Manage users, teams, and collaboration structures

Available Tools (28)​

Board & Item Management (5 tools)

Core operations for working with boards and their items.

Board Operations

get_board_info

Get comprehensive board information including metadata, structure, owners, and configuration

  • Use Cases: Understand board schema, column types, and available filters
  • Best Practice: Always use before filtering or querying board items
get_board_activity

Get board activity logs for a specified time range (defaults to last 30 days)

  • Parameters: boardId (required), fromDate, toDate
  • Use Cases: Track changes, audit activity, monitor team engagement
get_board_items_page

Get board items with pagination, filtering, ordering, and column selection

  • Parameters: boardId (required), filters, searchTerm, limit, cursor, includeColumns
  • Performance: Set includeColumns=false when only counting or checking existence
  • Filtering: Use get_board_info first to understand column structure

Item Operations

create_item

Create new items, subitems, or duplicate existing items with modifications

  • Parameters: boardId, name, columnValues (JSON string), groupId, parentItemId
  • Use Cases: Add tasks, create subitems, duplicate templates
create_update

Create updates/comments on board items with optional mentions

  • Parameters: itemId, body, mentionsList (JSON string with user/team IDs)
  • Use Cases: Team communication, progress updates, discussions
info

Performance Tip: Use includeColumns: false in get_board_items_page when you only need item counts or IDs to significantly reduce token usage.

Board Structure (3 tools)

Tools for creating and configuring board structure elements.

create_board

Create a new Monday.com board

  • Parameters: boardName (required), boardKind (private/public/share), boardDescription, workspaceId
  • Use Cases: Project setup, team workspaces, process templates
create_column

Create a new column in a board with specific type and settings

  • Parameters: boardId, columnType, columnTitle, columnDescription, columnSettings
  • Column Types: text, status, date, people, numbers, dropdown, and 30+ more
  • Best Practice: Use get_column_type_info to understand settings schema first
create_group

Create a new group (section) in a board to organize items

  • Parameters: boardId, groupName, groupColor, relativeTo, positionRelativeMethod
  • Use Cases: Workflow phases, categorization, sprint planning
  • Note: New items are created in the top group by default
note

Monday.com supports 30+ column types including status, people, date, timeline, dropdown, numbers, text, email, phone, location, and more.

User & Team Management (1 tool)

Precision-first user and team retrieval with optimized queries.

list_users_and_teams

Retrieve users and teams with flexible filtering options

  • Priority Parameters: getMe (current user), name (search), userIds, teamIds
  • Optimization: Use specific IDs when available for best performance
  • Returns: User profiles with team memberships, team details with optional members
  • Best Practices:
    • Use getMe: true for current user (standalone parameter)
    • Use name search when you have names but no IDs
    • Use userIds or teamIds when available for highest precision
    • Avoid broad queries without parameters
warning

The getMe and name parameters cannot be combined with other parameters. Use them standalone for targeted queries.

Forms (4 tools)

Complete form creation, configuration, and question management.

Form Management

create_form

Create a new form with associated board for responses

  • Parameters: destination_workspace_id (required), folder_id, board_kind, owner_ids
  • Returns: board_id and formToken for future operations
  • Use Cases: Lead capture, surveys, request intake, feedback collection
get_form

Retrieve form details and configuration by form token

  • Parameters: formToken (extracted from form URL)
  • URL Format: forms.monday.com/forms/[TOKEN]?r=use1
update_form

Update form settings, appearance, features, and metadata

  • Actions: updateFeatures, updateAppearance, updateAccessibility, updateFormHeader
  • Actions: updateQuestionOrder, setFormPassword, activate, deactivate
  • Configuration: Appearance, layout, branding, submission behavior, access control
form_questions_editor

Create, update, or delete form questions

  • Actions: create, update, delete
  • Question Types: ShortText, LongText, Email, Phone, Date, SingleSelect, MultiSelect
  • Question Types: Boolean, Number, Rating, File, Location, Country, and more
  • Settings: Validation, prefill, visibility, required, display options
tip

Forms automatically create boards to store responses. Configure the board group, owners, and subscribers during form creation.

Documents (2 tools)

Create and manage Monday.com documents with markdown support.

read_docs

Get documents with pagination and filtering by ID or workspace

  • Query Types: ids (document IDs), object_ids, workspace_ids
  • Pagination: Default 25 per page, check has_more_pages for additional results
  • Ordering: created_at or used_at
create_doc

Create markdown documents in workspaces or attached to items

  • Location Types: workspace (with optional folder_id), item (with optional column_id)
  • Parameters: doc_name, markdown content, location configuration
  • Use Cases: Project documentation, meeting notes, process guides
info

Documents can be created in workspaces (standalone) or attached to board items via doc columns for contextual documentation.

Workspaces & Organization (8 tools)

Comprehensive workspace, folder, and organizational structure management.

Workspace Operations

list_workspaces

List all accessible workspaces with ID, name, and description

  • Returns: Up to 500 workspaces
  • Use Cases: Workspace discovery, navigation, initial setup
workspace_info

Get detailed workspace contents including boards, docs, and folders

  • Returns: Up to 100 of each object type per workspace
  • Use Cases: Workspace exploration, structure understanding
create_workspace

Create a new workspace

  • Parameters: name, workspaceKind (closed/open/template), description, accountProductId
update_workspace

Update workspace properties

  • Parameters: id, attributes (name, description, kind, accountProductId)

Folder Operations

create_folder

Create a new folder in a workspace

  • Parameters: workspaceId, name, color, fontWeight, customIcon, parentFolderId
  • Styling: 16 color options, font weights, custom icons
update_folder

Update folder properties and position

  • Parameters: folderId, name, color, parentFolderId, position, workspaceId
  • Movement: Change parent folder or reposition relative to other objects
move_object

Move boards, folders, or overviews between locations

  • Object Types: Board, Folder, Overview
  • Parameters: objectType, id, position, parentFolderId, workspaceId
  • Use Cases: Reorganization, workspace cleanup, structure optimization
note

Folders support 16 predefined colors, 4 font weights, and custom icons for visual organization and quick navigation.

Dashboards & Widgets (3 tools)

Create and configure data visualization dashboards with widgets.

create_dashboard

Create a dashboard aggregating data from one or more boards

  • Parameters: name, workspace_id, board_ids (1-50), kind (PUBLIC/PRIVATE)
  • Optional: board_folder_id for organization
  • Use Cases: Project portfolios, team analytics, executive reporting
all_widgets_schema

Fetch JSON Schema 7 definitions for all available widget types

  • Returns: Complete schema for CHART, NUMBER, BATTERY widgets
  • Use Cases: Widget planning, validation, understanding capabilities
  • Best Practice: Always call before creating widgets
create_widget

Create a widget in a dashboard or board view

  • Widget Types: CHART (various chart types), NUMBER (KPIs), BATTERY (progress indicators)
  • Parameters: parent_container_id, parent_container_type, widget_kind, settings
  • Requirements: Settings must conform to widget schema
warning

Always use all_widgets_schema before creating widgets to understand required settings and data types. Widget creation will fail if settings don't conform to schema.

Advanced GraphQL (4 tools)

Direct GraphQL API access and schema exploration for advanced operations.

GraphQL Operations

all_monday_api

Execute any Monday.com GraphQL query or mutation

  • Parameters: query (GraphQL string), variables (JSON string)
  • Use Cases: Custom operations, complex queries, unsupported features
  • Best Practice: Use get_graphql_schema and get_type_details first
get_graphql_schema

Fetch the Monday.com GraphQL schema structure

  • Parameters: operationType (read/write) - filter queries or mutations
  • Returns: Available query fields, mutation fields, GraphQL types
  • Use Cases: API exploration, schema understanding, query planning
get_type_details

Get detailed information about a specific GraphQL type

  • Parameters: typeName
  • Returns: Type fields, arguments, descriptions, relationships
  • Use Cases: Understanding data structures, planning queries

Column Schema

get_column_type_info

Retrieve comprehensive column type information and settings schema

  • Parameters: columnType (one of 30+ types)
  • Returns: JSON schema definition, validation rules, available properties
  • Use Cases: Column creation planning, settings validation
tip

For complex operations not covered by dedicated tools, use the GraphQL tools to craft custom queries. Start with schema exploration to understand available fields.

Configuration Requirements​

Authentication Setup​

The Monday.com server uses OAuth2 authentication with Monday.com's API:

OAuth Scopes

Required Scopes for Full Functionality:

  • Boards: Read/write access to boards, items, groups, columns
  • Users: Read access to users and teams
  • Workspaces: Manage workspaces, folders, and organization
  • Forms: Create and manage forms and questions
  • Documents: Read and create documents with markdown
  • Dashboards: Create dashboards and widgets
Account Requirements
  • Monday.com Account: Free or paid Monday.com account
  • API Access: Ensure API access is enabled for your account tier
  • Permissions: Appropriate role permissions for creating and managing resources
  • Rate Limits: Be aware of API rate limits based on your account tier

Best Practices​

Board & Item Management​

  1. Schema First: Always use get_board_info before querying items to understand column structure
  2. Performance Optimization: Set includeColumns: false when you only need item counts or IDs
  3. Filtering: Use column-specific filters after understanding board schema from get_board_info
  4. Pagination: Use cursor-based pagination for large datasets

Form Building​

  1. Structure Planning: Design form flow and question types before creation
  2. Schema Validation: Use form_questions_editor with appropriate question types and settings
  3. User Experience: Configure appearance, accessibility, and submission behavior
  4. Response Management: Set up board groups and notifications during form creation

Document Management​

  1. Location Strategy: Decide between workspace docs (standalone) vs item docs (contextual)
  2. Markdown Format: Use proper markdown formatting for rich document content
  3. Organization: Use folders and workspaces for logical document grouping
  4. Pagination: Handle pagination for large document collections

Dashboard & Analytics​

  1. Schema First: Always call all_widgets_schema before creating widgets
  2. Board Selection: Choose relevant boards that contain the data to visualize
  3. Widget Configuration: Validate settings against schema to prevent creation failures
  4. Dashboard Organization: Use folders to organize dashboards by purpose or team

GraphQL Operations​

  1. Schema Exploration: Use get_graphql_schema and get_type_details before custom queries
  2. Field Selection: Request only needed fields to minimize data transfer
  3. Column Planning: Use get_column_type_info before creating columns
  4. Testing: Test queries with read operations before write operations
tip

Pro Tip: Start with read operations (get_board_info, list_workspaces, workspace_info) to understand your environment structure before implementing create/update operations.

Guardrails​

This server supports all 14 universal guardrails. Server-specific guardrails are coming soon.